Fortitude Group Holdings 401(k) match, vesting and fees
What Fortitude Group Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Fortitude Group Holdings: employer contribution per participant | $11,057 | |
| Peer median | $2,935 |
| Fortitude Group Holdings: average balance | $165,129 | |
| Peer median | $92,770 |
| Fortitude Group Holdings: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.2M at the end of plan year 2021 to $112M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 678 | $112M | $7.5M | $11,057 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 681 | $89.9M | $6.9M | $10,610 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 571 | $69.1M | $4.6M | $8,114 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 415 | $27.2M | $1.8M | $12,037 | <0.01% | Not published | 5500-SF ↗ |
Other Fortitude Group Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fortitude International Group Services, Ltd. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Fortitude Group Holdings match 401(k) contributions?
The match terms for the Fortitude Re 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.5M in employer contributions, about $11,057 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fortitude Group Holdings 401(k) match vested?
The vesting schedule for the Fortitude Re 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fortitude Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Fortitude Group Holdings, LLC.
I left Fortitude Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fortitude Group Holdings, LLC, (629) 216-3615) or the recordkeeper, Empower Annuity Insurance Company. The Fortitude Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Fortitude Group Holdings 401(k)
Data from the public Form 5500 annual reports Fortitude Group Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fortitude Group Holdings. Not financial advice. Report a correction · Methodology